Norris Perne & French’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Norris Perne & French’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Buy	2,660 +413	+18%	+$39.7K	0.01%	137
2026 Q1	$203K	Sell	2,247 -2,232	-50%	-$208K	0.01%	156
2025 Q4	$401K	Buy	4,479 +5	+0.1%	+$442	0.03%	112
2025 Q3	$391K	Buy	4,474 +96	+2%	+$8.16K	0.03%	110
2025 Q2	$365K	Hold	4,378	–	–	0.03%	111
2025 Q1	$331K	Hold	4,378	–	–	0.02%	111
2024 Q4	$308K	Hold	4,378	–	–	0.02%	115
2024 Q3	$342K	Hold	4,378	–	–	0.02%	114
2024 Q2	$318K	Hold	4,378	–	–	0.02%	115
2024 Q1	$325K	Buy	+4,378	New	+$312K	0.02%	113

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Norris Perne & French's IEFA Position: Q2 2026 in Review

Norris Perne & French increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q2 2026, buying an estimated $39.7K and bringing the position to 2,660 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #137.

Norris Perne & French first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $401K in Q4 2025. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Norris Perne & French held 2,660 shares of iShares Core MSCI EAFE ETF worth $257K as of Q2 2026.
Norris Perne & French bought 413 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $39.7K.
iShares Core MSCI EAFE ETF made up 0.01% of Norris Perne & French's portfolio in Q2 2026, its #137 holding.
Norris Perne & French first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Norris Perne & French's iShares Core MSCI EAFE ETF position peaked at $401K in Q4 2025.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.